SVP / VP Financial Advisor
Company: Farther
Location: Des Moines
Posted on: May 28, 2023
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Job Description:
Company Description Applicants can apply to this position from
anywhere in the continental U.S. We are 100% remote and deliver
excellence across all U.S. time zones. Farther is a rapidly growing
RIA built on a modern technology platform. Farther combines expert
advisors with cutting-edge technology to deliver a comprehensive,
tailored wealth management experience. We're actively recruiting
independent advisors as equity partners to join our growing
firm.Farther empowers advisors to deliver exceptional value to
their clients - on their own terms. We're here to help established
advisors scale, providing everything they need to succeed: from
technology to client support, and from marketing to compliance, all
on a multi-custodial platform. To deliver on that goal, we've
reimagined what a wealth management platform delivers, allowing
clients to manage all of their assets integrated into a single
platform.Farther's founders are leaders and innovators from the
private wealth industry and possess a unique mix of traditional
wealth management, fintech, and technology production expertise.
We're backed by top tier venture capital firms, fintech investors,
and industry leaders.Joining Farther means joining a collaborative
team of entrepreneurs who are passionate about helping their
clients and our teammates achieve more. If you're the type who
breaks through walls to get things done the right way, we want to
build the future of wealth management with you.Job DescriptionAs a
Senior Financial Advisor, you are an entrepreneur under the Farther
umbrella building a client-first business with modern tools backing
you. You have maximum autonomy to grow your client base and serve
your clients. You are responsible for identifying prospect needs,
communicating how you and Farther can help better manage client
wealth and demonstrating the unique value we can deliver
together.You'll be supported every step of the way with a full
suite of technology that helps you prospect, plan and manage your
book of business. The Farther platform eliminates tedious ops and
admin work, differentiating you from every other investment advisor
out there.This is more than just a run of the mill wealth
management opportunity - it's an opportunity to have a huge impact
on the company and to change the entire wealth industry so it works
better for clients and advisors.Successful Farther Advisors are
ambitious and tenacious, always aspiring to excellence in their
craft and caring deeply about their clients. Joining Farther is a
once-in-a-lifetime opportunity to build the future of wealth
management and you reap the rewards for doing
so.QualificationsRESPONSIBILITIESTurn prospects into clients and
clients into raving Farther fansSource and manage prospects,
effectively utilize proprietary data-driven prospecting tools, hone
multiple outreach efforts, and build deep relationships with
clientsConsult with clients on wealth management strategies and
guide them to achieve their personal and financial
goalsREQUIREMENTSProven track record of success in acquiring new
wealth management relationshipsConsistently demonstrated ambition,
drive, and gritExpert, current knowledge of investment products and
services across personal financeAbility to convey financial advice
with empathy, understanding, humility, and confidencePassion for
building a better personal finance experienceSeries 65 or
equivalent; clean U4BONUS POINTSCFA or CFP certificationExisting
Client BaseAdditional InformationTRANSITIONSWe make bringing over
your existing client base a seamless experience. We'll work with
you to build a transition plan, guide you through communications
and handle the ops and admin work for you. In other words, we'll
hold your hand every step of the way to ensure a smooth transition
for your practice and your clients.COMPENSATIONOur compensation
plan is designed to attract and reward the best with
industry-leading payouts and equity in Farther. If building a 3X
bigger book faster with a better product offering for your clients
and virtually zero-cost ops sounds good, then let's go Farther
together.
Keywords: Farther, Des Moines , SVP / VP Financial Advisor, Executive , Des Moines, Iowa
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